Jim Cramer's Mad Money Lightning Round Picks, Oct. 25

by: Miriam Metzinger

Miriam Metzinger submits: Stocks discussed in the lightning round session of Jim Cramer’s Mad Money TV program, Wednesday October 25. Click on a stock ticker for more analysis:

Bullish calls:

Google (NASDAQ:GOOG): '... price target $597. You know that Cramer's been on the GOOG horse for as long as it's been riding. Do not get off GOOG.'
Aircastle (NYSE:AYR): '... that is the aerospace company that is working, because they lease planes. Leasing planes is one great business. 52-week high, going higher. I bless it. Don't sell it. AYR is for me.'
IntraLase (ILSE)
Palomar Medical (NASDAQ:PMTI):
'If you're going to play lasers, I'm going to go back to PMTI. I like ILSE, but PMTI is two thumbs up, way up.'
Brocade Communications (NASDAQ:BRCD): 'Ever since the news broke, that stock be flying, because the McData acquisition is good.'
QLogic (NASDAQ:QLGC): 'I also bless QLGC.'
TD Ameritrade (NASDAQ:AMTD): 'AMTD is just okay. I went over that quarter. I was disappointed with the growth. I was disappointed with the integration. I was disappointed with the execution. All this is hard for me, because I think that Joe Moglia [CEO] is money in the bank ... Moglia is worth a second chance. Let's wait until the stock goes to $15, though, before we pull the trigger.'
Gilead Sciences (NASDAQ:GILD): 'That's worth owning. That's proprietary. Those guys deliver. That's my suggestion.'
Ford (NYSE:F): 'We've been on the F horse since $6 bucks. Alan Mulalley - the guy who's running it ... He's is money in the bank He is going to turn around F.'
General Motors (NYSE:GM): 'GM - We recommended it at $18; it goes to $36. We say take a little schnitzel. It's now pulled back to $34. It's going to get to $40, but it's going to meander.'
Halliburton (NYSE:HAL): '... the other day we recommended HAL, and is up 10%, but it is still cheap. I'll send you to HAL.'
EuroZinc Mining (NYSEARCA:EZM): '... the ultimate call on copper. 52-week high today. If you believe in the copper thesis, like I did, EZM goes higher!'
Terex (NYSE:TEX):
Caterpillar (NYSE:CAT):
'I don't want to be in the mining equipment business. If I want to, I'll pull the trigger on CAT.'
NuVasive (NASDAQ:NUVA): '.... back pain, back injury, probably the biggest market out there. NUVA is the way to play it. If you own it, I would stay in it.'
RR Donnelley and Sons (NASDAQ:RRD): 'Commercial printing. It always is a good business. It grows at 10%. The multiple is very low. I'd pull the trigger.'

Bearish calls:

Brightpoint (NASDAQ:CELL): 'I just don't think that they have a proprietary enough business model. It's like a wireless service... I know what they do, which is non-proprietary stuff; commodity stuff for cell phones. Sell, sell, sell!'
OraSure Technologies (NASDAQ:OSUR): 'And one of the rules is that we will not go back to the well on a serial disappointer like OSUR.'
Bronco Drilling (NASDAQ:BRNC): 'This group just had its move. I'm worried. We get one warm day, it gives it back. Let's look elsewhere.'
Joy Global (JOYG)

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